Administrative And Operational Assistant (Fintech)

TL;DR

Administrative and Operational Assistant (Fintech): Providing comprehensive administrative and operational support to a financial planning practice with an accent on calendar management, paperwork processing, and CRM maintenance. Focus on taking ownership of client service initiatives, improving operational efficiency, and ensuring data integrity within the practice.

Location: Must be based in Florida (FL) or Pennsylvania (PA)

Company

A growing financial planning and investment advisory practice dedicated to serving clients at a high level.

What you will do

• Manage advisor calendars, schedule client meetings, and handle client communications.
• Process account openings, transfers, distributions, and beneficiary changes.
• Maintain Wealthbox CRM records, workflows, and data integrity.
• Prepare meeting agendas and client review materials.
• Own and track client service initiatives, estate planning data, and referral outreach projects.
• Identify and implement opportunities to improve operational efficiency.

Requirements

• Must reside in Florida (FL) or Pennsylvania (PA).
• Strong organizational skills and meticulous attention to detail.
• Experience with video conferencing software such as Zoom or Microsoft Teams.
• Professional written and verbal communication skills.
• Proactive mindset with the ability to work independently in a remote environment.
• High degree of personal accountability and reliability.

Nice to have

• Prior experience in the financial services industry.

Culture & Benefits

• Opportunity to grow with the practice and take ownership of meaningful projects.
• Flexible part-time schedule (10-15 hours per week) with potential for growth.
• Supportive environment focused on professional development and process improvement.